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Dynamics 365 Sales: Get sales operations insights in Sales Research Agent
As a business leader or sales operations team member, you’re responsible for answering complex questions about performance, coverage, attainment, and risk, but the data needed to do so is often fragmented across CRM systems, financial systems, and spreadsheets. This fragmentation drives you to do manual data exports, reconciliation work, and custom reporting that slows decision-making and increases dependency on specialized analysts.
The sales operations business function in Sales Research Agent delivers AI-powered insights that unify CRM and operational data in a single experience. By combining data from Dynamics 365 Sales, Microsoft Fabric Lakehouse, and custom data uploads, you can quickly assess business health, identify trends and risks, and provide leadership with trusted insights without manual data preparation or spreadsheet-driven workflows.
With the sales operations business function, you get an AI-powered experience designed specifically for sales and revenue operations scenarios. It enables unified analysis from data across multiple data sources; for example:
Dynamics 365 Sales data, including:
- Opportunities
- Pipeline and forecast
- Accounts and sales activities
Operational data from Fabric Lakehouse, such as:
- Targets and quotas
- Budgets and planned revenue
- Actuals and invoiced revenue
- Backlog and operational performance metrics
Custom data uploads allow you to include supplemental datasets (for example, spreadsheets or external operational files) that are not stored in CRM or Lakehouse.
The business function includes predefined sales operations insights that correlate CRM and operational data to answer common operational questions, including:
- Performance versus target and quota attainment
- Pipeline coverage relative to revenue goals
- Variance between forecasted, actual, and invoiced results
- Identification of operational and revenue risk
You can also extend these insights using natural language queries in an AI-powered research canvas. The agent reasons across …
